Practical analysis for investment professionals

Philosophy


Skills That Set You Apart as an Investor: Creativity

For success in investing, cognitive skills provide the foundation, but creativity gives you that something extra that sets you apart.

Passive Management: The Baseline for Defined Contribution Plan Sponsors?

If active managers cannot add value, then passive is the preferred position, not the other way around.

Sustainability, ESG, and the Future of Investing: A Review

This curated collection of Enterprising Investor's ESG coverage showcases the key sustainability issues through the perspectives of both ESG proponents and critics.

10 Years of Behavioral Finance: Thaler, Kahneman, Statman, and Beyond

Since its launch in 2011, Enterprising Investor has showcased the scholarship of behavioral finance’s top luminaries as well as its critics.

Actively Managed Funds Are Appropriate Options for 401(k) Plans

Actively managed funds can serve plan participants well.

Passive Funds and “Do No Harm” Are Not Synonymous

The notion that choosing active or passive will in some way lower fiduciary risk is unfounded.

Book Review: Warren Buffett

This should not be a one-time read but rather a guide for the rest of one’s investing career.

Benchmarking Has Become Circular

Benchmarking a company against its peers tends to be the quickest path to mediocrity.

Eric Sim, CFA: The Diversified Career Portfolio

Diversification is just as critical to career portfolios as it is to investment portfolios.

Vineer Bhansali: What’s Wrong with Negative Yields?

A negatively yielding bond violates a very basic, fundamental principle: the time value of money.